Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Vertex, Inc. | 197,572 | reported | 28 May 2026 | tx 114+5,899,069−7,348,555 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 May 2026 | SALE | Vertex, Inc. | 6,460 | 12.75 USD | |
| 24 Feb 2026 | EXERCISE | Vertex, Inc. | 109,233 | 0.00 USD | |
| 24 Feb 2026 | TAX_WITHHOLDING | Vertex, Inc. | 51,983 | 13.26 USD | |
| 24 Feb 2026 | EXERCISE | Vertex, Inc. | 109,233 | 0.00 USD | deriv |
| 23 Feb 2026 | TAX_WITHHOLDING | Vertex, Inc. | 47,112 | 12.03 USD | |
| 23 Feb 2026 | EXERCISE | Vertex, Inc. | 101,395 | 0.00 USD | |
| 23 Feb 2026 | EXERCISE | Vertex, Inc. | 101,395 | 0.00 USD | deriv |
| 20 Feb 2026 | EXERCISE | Vertex, Inc. | 44,014 | 0.00 USD | |
| 20 Feb 2026 | EXERCISE | Vertex, Inc. | 69,527 | 0.00 USD | |
| 20 Feb 2026 | TAX_WITHHOLDING | Vertex, Inc. | 23,705 | 12.74 USD | |
| 20 Feb 2026 | TAX_WITHHOLDING | Vertex, Inc. | 12,523 | 12.74 USD | |
| 20 Feb 2026 | EXERCISE | Vertex, Inc. | 69,527 | 0.00 USD | deriv |
| 20 Feb 2026 | EXERCISE | Vertex, Inc. | 44,014 | 0.00 USD | deriv |
| 13 May 2025 | SALE | Vertex, Inc. | 50,571 | 37.27 USD | |
| 12 May 2025 | EXERCISE | Vertex, Inc. | 428,396 | 2.50 USD | |
| 12 May 2025 | EXERCISE | Vertex, Inc. | 132,799 | 32.16 USD | |
| 12 May 2025 | SALE | Vertex, Inc. | 290,797 | 37.18 USD | |
| 12 May 2025 | SALE | Vertex, Inc. | 64,018 | 37.82 USD | |
| 12 May 2025 | SALE | Vertex, Inc. | 8,301 | 38.65 USD | |
| 13 May 2025 | EXERCISE | Vertex, Inc. | 186,591 | 3.73 USD | |
| 13 May 2025 | SALE | Vertex, Inc. | 58,844 | 38.06 USD | |
| 13 May 2025 | EXERCISE | Vertex, Inc. | 186,591 | 0.00 USD | deriv |
| 12 May 2025 | EXERCISE | Vertex, Inc. | 428,396 | 0.00 USD | deriv |
| 12 May 2025 | EXERCISE | Vertex, Inc. | 132,799 | 0.00 USD | deriv |
| 28 Feb 2025 | TAX_WITHHOLDING | Vertex, Inc. | 14,613 | 32.29 USD |